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True Wealth Design’s Yext YEXT Stock Holding History

True Wealth Design’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.01K Buy
236
+213
+926% +$1.81K ﹤0.01% 1185
2025
Q1 		$142 Sell
23
-276
-92% -$1.7K ﹤0.01% 2086
2024
Q4 		$1.9K Buy
299
+70
+31% +$445 ﹤0.01% 751
2024
Q3 		$1.59K Buy
+229
New +$1.59K ﹤0.01% 852